As of 30 Sep 2025, 10 institutional investors reported holding 3,145,312 shares of NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 22,617 | $678,967 | +$65,714 | $30.02 | 2 |
| 2025 Q3 | 3,145,312 | $98,731,415 | +$4,631,677 | $31.39 | 10 |
| 2025 Q2 | 2,998,030 | $92,609,146 | +$5,164,748 | $30.89 | 10 |
| 2025 Q1 | 2,830,213 | $91,330,640 | +$3,819,012 | $32.27 | 11 |
| 2024 Q4 | 2,711,842 | $85,650,616 | +$5,950,188 | $31.58 | 9 |
| 2024 Q3 | 2,521,807 | $83,168,764 | -$439,841 | $32.98 | 8 |
| 2024 Q2 | 2,536,740 | $78,157,497 | +$1,713,082 | $28.98 | 13 |
| 2024 Q1 | 2,454,606 | $70,739,183 | +$7,326,176 | $28.82 | 7 |
| 2023 Q4 | 2,201,017 | $60,578,596 | +$59,088,426 | $27.52 | 6 |
| 2023 Q3 | 55,897 | $1,388,597 | +$1,388,597 | $24.90 | 2 |